Hello
Welcome to the best of the Alts Community.
This week:
- It’s time to hear from you! Take our annual survey 📝
- New Leaderboard winner 🏆
- The American Dream as you know it is dead. Long live the American Dream.
- Discussions on comics, cars, and Carnation Capital
- A gift idea (and Altea perk) for wine lovers 🍾
As always, do your own research; nothing here constitutes financial advice. Stay safe out there, kids.
Let’s go 🚀
Table of Contents
🚀 Live Deals
🏢 Tomball – Preferred Equity
This is a new and time-sensitive opportunity. From Adam, the sponsor:
Short-term investment at a conservative valuation (60% loan-to-value) on industrial real estate in Texas – 16% preferred equity, anticipated pay-off by June 30. The preferred equity will fund tenant improvements and leasing commissions once two incoming tenants sign leases.
Get in touch with Adam directly if you’re keen.
🍹 Tequila III
The memo for this is live, and subscription docs are going out Monday.
There’s still a bit of space if you want a piece of the juicy 22% IRR goodness.
Plus some ridiculous perks
Remember, Phase I investors get priority for Phases 2 and 3.
👋 New Members
Welcome to the 32 new members this week 👋
A few notable members..
🇧🇷🇦🇺 Aleks Svetski is an entrepreneur who founded Amber.app, Australia’s first Bitcoin-only savings platform. After a break to get married and write books, he returned in 2024 to build Satlantis — an events and community app with integrated Bitcoin and stablecoin wallets.
🎥 Justin Raikes is a film executive based in London and Italy with a long career spanning music, the UK military, and high-end film production. His team produces and finances A-list feature films adapted from bestselling books.
👋 Brandon Hines is the founder of Midst, a platform attempting to unify scattered investment research across multiple tools and subscriptions. (Comparing ideas, analyzing portfolio impact, etc). He’s looking for early users and feedback from investors who face this problem.
📝 Annual Survey
This time of year is a great opportunity to send out our annual 6-min survey.
Alts has evolved quite a bit this year, and we’ve got big changes planned for 2026.
Your survey responses will help shape the topics we cover, events we plan, and the investments that will be most relevant to you.
Can you spend a few minutes and fill out our survey?
🏆 Weekly Leaderboard
Each week, we reward the community member at the top of the Leaderboard.
This week’s winner is…
Travis is an Australian barrister who handles complex commercial, property, insurance, construction, and equity cases. He is a big alternative investor, with a specialty in Chinese language and culture.
Note: We are planning some changes to our Leaderboard/Rewards program for 2026. Stay tuned.
💬 New Discussions
- Speaking of rewards, Adrian posted a interesting read on stablecoins & loyalty programs
“Every brand wants you to be loyal, but only within its own ecosystem. So your value stays trapped there, too. Points don’t move, rewards don’t scale, and whatever you earn usually can’t buy anything meaningful.“
- Travis Mitchell explains that although an Altea SPV with Carnation Capital didn’t materialize, he invested personally, and its first quarter returned a net 3.84%. The fund is now preparing for its next close.
- A Superman comic found in attic is the most expensive comic book ever sold
“They buried the lede… ‘Superman was created in 1933 by two Cleveland teenagers, Jerry Siegel and Joe Shuster, but they sold the rights to DC Comics for just $130, receiving $10 for each page they drew.’ ” – Michael Kawochka
- David Spickett reports a busy month for Auto I: the Ferrari 512M is en route to Dubai with offers under review, and a newly acquired Subaru P1 sold almost immediately.
- Why Stefan thinks the US may start offshoring data centers
- We now have a term in sheet for a senior warehouse facility able to support up to $25 million in Launch JV loans.
🍾 New Altea Perk
Hand-blown glassware from Denver & Liely
Denver & Liely is a glassware design studio making some of the most unique, hand-blown wine & spirit glasses anywhere in the world.
Stefan visited their headquarters this week to test out the product, and was blown away by how well these glasses amplify aroma.
“Swirling the tequila in the glass releases this deep, punchy wave of caramel, spice, and toasted agave that wafts up through your nose and hits the back of your head.
I think this is my new normal. After experiencing a glass like this, I’ve decided these are going on the permanent shelf. There’s no reason to ever go back.”
Altea members get a code for 25% off.
💸 Altea Affiliate Program
Earn 30% commission by helping grow our community.
Our new affiliate program rewards you with 30% commission for every person who joins Altea through your referral link.
How it works:
- We give you a unique referral link
- You can share your link anywhere; email, social media, private chats, etc.
- Every time someone joins Altea via your link, you get paid 30% of fees. (Payouts range from $200 – $3,300)
- This is not just for City Captains — anyone can participate.
Cheers,
Wyatt
